3:4 Growth at Transition

21 Aug 2018
3:4 Growth at Transition

Changing broker-dealers is an exciting event in the growth of your practice and career. With the due diligence and selection process completed and a transition date finalized, it’s time to get focused on transitioning clients and growing your business at the same time. Yes, growing the business at the same time. Many advisors make the mistake of looking at the transition event as just an administrative function – that period of all hands on deck to get the paperwork done as quickly as possible. But visionary advisors see the transition as a way to strengthen client relationships and increase wallet share by putting the focus on the client. 

Login/Register to Download


Practice Builder Tools © Copyright 2019, All Rights Reserved. Securities offered through Securities America, Inc., Member FINRA/SIPC. Visit FINRA's BrokerCheck.